BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 2, 2017

Total Value ($000): $159,705 (100.0% shares, 0.0% debt)

Holdings (82)

JPMORGAN CHASE & CO 4.4%
Value ($000) $7,009 Shares 76,684 Est. Cost $91.40 Unrealized
ALPHABET INC CAP STK CL A 3.9%
Value ($000) $6,157 Shares 6,623 Est. Cost $929.64 Unrealized
WASTE CONNECTIONS INC COM (ONT 3.8%
Value ($000) $6,018 Shares 93,412 Est. Cost $70.05 Unrealized
BDX BECTON DICKINSON CO 1 COM/IPFD 3.7%
Value ($000) $5,929 Shares 30,387 Est. Cost $115.96 Unrealized +38.5%
MERCK & CO INC NEW COMMON 3.7%
Value ($000) $5,873 Shares 91,640 Est. Cost $64.09 Unrealized
PAYPAL HOLDINGS INC W/I COMMON 3.7%
Value ($000) $5,843 Shares 108,870 Est. Cost $53.67 Unrealized
HON HONEYWELL INTL INCCMN 3.6%
Value ($000) $5,741 Shares 43,072 Est. Cost $77.71 Unrealized +27.1%
DHR DANAHER CORP COM 3.5%
Value ($000) $5,634 Shares 66,765 Est. Cost $49.42 Unrealized +45.2%
NOVARTIS AG-ADR 3.4%
Value ($000) $5,433 Shares 65,090 Est. Cost $83.47 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $5,332 Shares 37,020 Est. Cost $20.20 Unrealized +69.9%
MSFT MICROSOFT CORP 3.3%
Value ($000) $5,329 Shares 77,305 Est. Cost $41.41 Unrealized +50.5%
WY WEYERHAEUSER CO 3.3%
Value ($000) $5,257 Shares 156,938 Est. Cost $18.15 Unrealized +32.4%
VISA INC CL A COMMON 2.9%
Value ($000) $4,564 Shares 48,670 Est. Cost $93.77 Unrealized
L3 TECHNOLOGIES INC. 2.7%
Value ($000) $4,327 Shares 25,899 Est. Cost $152.29 Unrealized
PANW PALO ALTO NETWORKS., INC. 2.7%
Value ($000) $4,315 Shares 32,246 Est. Cost $23.63 Unrealized -14.5%
SLB SCHLUMBERGER LTD 2.4%
Value ($000) $3,790 Shares 57,563 Est. Cost $57.54 Unrealized -3.0%
BIOGEN INC COMMON 2.3%
Value ($000) $3,693 Shares 13,610 Est. Cost $271.34 Unrealized
MCKESSON CORPORATION 2.2%
Value ($000) $3,526 Shares 21,430 Est. Cost $164.54 Unrealized
COSTCO WHOLESALE CORPORATION N 2.1%
Value ($000) $3,415 Shares 21,355 Est. Cost $159.92 Unrealized
NKE NIKE INC CL B 2.1%
Value ($000) $3,347 Shares 56,733 Est. Cost $47.74 Unrealized +1.1%
BLACKROCK INC COMMON 2.1%
Value ($000) $3,310 Shares 7,835 Est. Cost $422.46 Unrealized
CONSTELLATION BRANDS INCCMN CL 2.0%
Value ($000) $3,217 Shares 16,605 Est. Cost $163.87 Unrealized
BLACKSTONE GROUP LP 2.0%
Value ($000) $3,133 Shares 93,950 Est. Cost $30.07 Unrealized
HSIC SCHEIN HENRY INC 1.9%
Value ($000) $3,095 Shares 16,910 Est. Cost $65.17 Unrealized +6.9%
EXXON MOBIL CORPORATION COMMON 1.9%
Value ($000) $3,053 Shares 37,823 Est. Cost $80.72 Unrealized
RIO RIO TINTO PLC SPON ADR 1.9%
Value ($000) $3,043 Shares 71,925 Est. Cost $39.17 Unrealized
JOHNSON CONTROLS INTERNATIONAL 1.8%
Value ($000) $2,940 Shares 67,799 Est. Cost $45.84 Unrealized
LIBERTY GLOBAL PLC CLASS A COM 1.8%
Value ($000) $2,914 Shares 90,725 Est. Cost $32.12 Unrealized
EPD ENTERPRISE PRDTS PRTN LPL P 1.8%
Value ($000) $2,840 Shares 104,875 Est. Cost $30.96 Unrealized
WMB WILLIAMS COS INC 1.6%
Value ($000) $2,566 Shares 84,750 Est. Cost $18.40 Unrealized +1.4%
CISCO SYSTEMS INC 1.5%
Value ($000) $2,333 Shares 74,550 Est. Cost $31.29 Unrealized
OXY OCCIDENTAL PETROL CORP COM 1.3%
Value ($000) $2,043 Shares 34,125 Est. Cost $61.39 Unrealized -21.0%
PNC PNC FINCL SERVICES GROUP 1.2%
Value ($000) $1,920 Shares 15,375 Est. Cost $47.83 Unrealized +88.8%
ROYAL DUTCH SHELL PLC SPONS 1.0%
Value ($000) $1,663 Shares 31,274 Est. Cost $61.35 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $1,557 Shares 17,864 Est. Cost $55.33 Unrealized +26.8%
FORTIVE CORPORATION 0.8%
Value ($000) $1,257 Shares 19,850 Est. Cost $52.16 Unrealized
FLOWSERVE CORP 0.6%
Value ($000) $959 Shares 20,650 Est. Cost $46.44 Unrealized
C CITIGROUP INC 0.6%
Value ($000) $883 Shares 13,202 Est. Cost $35.85 Unrealized +29.6%
CLOVIS ONCOLOGY INC 0.5%
Value ($000) $840 Shares 8,975 Est. Cost $64.06 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $747 Shares 5,650 Est. Cost $73.67 Unrealized +36.3%
CONOCOPHILLIPS COM 0.4%
Value ($000) $700 Shares 15,932 Est. Cost $43.94 Unrealized
GUIDANCE SOFTWARE INC 0.4%
Value ($000) $686 Shares 103,779 Est. Cost $6.83 Unrealized
DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $677 Shares 21,175 Est. Cost $31.97 Unrealized
ALPHABET INC CLASS C 0.4%
Value ($000) $669 Shares 736 Est. Cost $908.97 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $631 Shares 3,665 Est. Cost $93.78 Unrealized +33.7%
RCMT RCM TECHNOLOGIES INC 0.4%
Value ($000) $629 Shares 124,607 Est. Cost $5.82 Unrealized -12.9%
HD HOME DEPOT, INC., THE 0.4%
Value ($000) $629 Shares 4,100 Est. Cost $62.75 Unrealized +98.4%
FIREEYE INC 0.4%
Value ($000) $599 Shares 39,400 Est. Cost $22.96 Unrealized
GENERAL ELECTRIC COMPANY 0.4%
Value ($000) $595 Shares 22,045 Est. Cost $26.08 Unrealized
E. I. DU PONT DE NEMOURS AND C 0.4%
Value ($000) $594 Shares 7,361 Est. Cost $60.32 Unrealized
MLM MARTIN MARIETTA MATERIALS 0.4%
Value ($000) $586 Shares 2,635 Est. Cost $195.53 Unrealized +8.5%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.4%
Value ($000) $561 Shares 13,000 Est. Cost $28.30 Unrealized +29.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $541 Shares 1,950 Est. Cost $197.65 Unrealized +10.5%
SEACHANGE INTL INC 0.3%
Value ($000) $530 Shares 199,126 Est. Cost $5.24 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY C 0.3%
Value ($000) $479 Shares 8,600 Est. Cost $39.64 Unrealized +0.6%
AMZN AMAZON.COM INC CMN 0.3%
Value ($000) $468 Shares 483 Est. Cost $44.61 Unrealized +6.9%
FACEBOOK INC 0.3%
Value ($000) $457 Shares 3,026 Est. Cost $128.10 Unrealized
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $416 Shares 7,500 Est. Cost $36.83 Unrealized +14.5%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $412 Shares 17,002 Est. Cost $19.10 Unrealized 0.0%
PROLOGIS INC. 0.2%
Value ($000) $314 Shares 5,350 Est. Cost $58.69 Unrealized
UNITED TECHS CORP COM 0.2%
Value ($000) $310 Shares 2,536 Est. Cost $115.40 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $285 Shares 2,051 Est. Cost $124.78 Unrealized 0.0%
PROSHARES ULTRASHORT 2000 0.2%
Value ($000) $263 Shares 12,500 Est. Cost $22.40 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $257 Shares 2,735 Est. Cost $72.46 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $240 Shares 2,257 Est. Cost $90.71 Unrealized +12.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $239 Shares 8,000 Est. Cost $28.55 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $230 Shares 3,250 Est. Cost $48.32 Unrealized 0.0%
UNILEVER N V 0.1%
Value ($000) $213 Shares 3,850 Est. Cost $55.32 Unrealized
TURQUOISE HILL RESOURCES LTD. 0.1%
Value ($000) $187 Shares 70,462 Est. Cost $3.72 Unrealized
FORM FORM FACTOR INC 0.1%
Value ($000) $186 Shares 15,000 Est. Cost $12.03 Unrealized +7.2%
GOLDCORP INC 0.1%
Value ($000) $161 Shares 12,500 Est. Cost $12.88 Unrealized
OASIS PETROLEUM INC 0.1%
Value ($000) $161 Shares 20,000 Est. Cost $8.05 Unrealized
ACHILLION PHARMACEUTICALS INC 0.1%
Value ($000) $158 Shares 34,500 Est. Cost $6.87 Unrealized
BARCLAYS BK PLC 0.1%
Value ($000) $128 Shares 10,000 Est. Cost $34.10 Unrealized
DICERNA PHARMACEUTICALS INC 0.1%
Value ($000) $124 Shares 39,000 Est. Cost $3.09 Unrealized
TREVENA INC 0.1%
Value ($000) $122 Shares 53,031 Est. Cost $6.39 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.1%
Value ($000) $101 Shares 11,500 Est. Cost $6.43 Unrealized -0.2%
INVENTURE FOODS INC 0.1%
Value ($000) $97 Shares 22,500 Est. Cost $4.43 Unrealized
WEATHERFORD INTL. LTD 0.0%
Value ($000) $58 Shares 15,000 Est. Cost $3.87 Unrealized
FALCONSTOR SOFTWARE INC 0.0%
Value ($000) $57 Shares 219,293 Est. Cost $1.33 Unrealized
KONA GRILL INC. 0.0%
Value ($000) $55 Shares 15,000 Est. Cost $3.67 Unrealized
ZYNGA INC CLASS A 0.0%
Value ($000) $55 Shares 15,200 Est. Cost $3.62 Unrealized